Equita Financial Network’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.8M Sell
140,976
-1,806
-1% -$549K 17.05% 1
2025
Q1
$39.2M Buy
142,782
+9,003
+7% +$2.47M 13.71% 1
2024
Q4
$38.8M Buy
133,779
+5,802
+5% +$1.68M 14.02% 1
2024
Q3
$36.2M Buy
127,977
+26,804
+26% +$7.59M 13.24% 1
2024
Q2
$27.1M Buy
101,173
+4,798
+5% +$1.28M 11.31% 1
2024
Q1
$25M Buy
96,375
+40,944
+74% +$10.6M 11.25% 1
2023
Q4
$13.1M Buy
55,431
+4,499
+9% +$1.07M 7.01% 2
2023
Q3
$10.8M Buy
+50,932
New +$10.8M 6.66% 2